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Talking With Your Clients: The Origins of Elements
What do baseball cards, consistent tracking of net worth, and the question, “Am I doing OK?” have to do with the evolution of Elements?
On this episode of Elementality, Reese talks to the clients of his RIA, Dentist Advisors, about the ideas that became Elements. It’s a unique look at the origins of the innovative system that’s changing financial planning.
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By Jordan Haines, CFP®
4.8
3434 ratings
What do baseball cards, consistent tracking of net worth, and the question, “Am I doing OK?” have to do with the evolution of Elements?
On this episode of Elementality, Reese talks to the clients of his RIA, Dentist Advisors, about the ideas that became Elements. It’s a unique look at the origins of the innovative system that’s changing financial planning.
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